Exhibit 5: Special Client Services
Percentage offering tax-refund advances
Percentage of filings that included such advances
Percentage that planned to offer that service next year
Percentage that offered online organizers this year
Percentage of clients that used them
Tax program
ATX
5.4%
7.1%
4.6%
13.1%
7.1%
Drake Software
21.2%
17.4%
19.7%
9.1%
10.8%
GoSystem Tax
RS
0.0%
0.0%
0.0%
20.6%
2.8%
Lacerte
0.6%
6.7%
0.5%
22.6%
5.3%
ProSeries
4.3%
7.5%
4.0%
9.1%
7.8%
ProSystem
fx
Tax
1.5%
13.6%
0.4%
25.5%
5.2%
Tax Software for the Professional
0.0%
0.0%
0.0%
0.0%
0.0%
TaxACT Preparer's Edition
0.0%
0.0%
0.0%
18.2%
6.0%
TaxSlayer Pro
20.0%
4.0%
20.0%
0.0%
0.0%
Taxware Tax Preparation
9.0%
14.0%
10.0%
5.0%
12.0%
TaxWise
10.5%
11.8%
10.5%
15.8%
51.0%
TaxWorks
0.0%
0.0%
0.0%
6.3%
7.5%
UltraTax CS
1.8%
2.4%
1.4%
26.8%
3.9%
Average
5.7%
6.5%
5.5%
13.2%
9.2%